Latest revenue
$228.4M
as of 2026-04-04
Latest net income
$19.7M
as of 2026-04-04
Net margin
8.6%
as of 2026-04-04
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $2.61B
- Enterprise value
- $2.61B
- P/E (trailing)
- 54.0×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.5%
- 52-wk high
- $80.00
- 52-wk low
- $28.79
- Beta
- —
- Shares out
- 33.0M
5-year trend
What this company does
ITEM 1. BUSINESS Our Business Overview Helios Technologies, Inc. (“Helios,” the “Company,” “we,” “us” or “our”), and its wholly owned subsidiaries, is a global leader in highly engineered motion control and electronic controls technology for diverse end markets, including construction, material handling, agriculture, industrial, mobile, energy, recreational vehicles, marine, aerospace, and health and wellness. We operate under two business segments: Hydraulics and Electronics. The Hydraulics segment designs and manufactures hydraulic motion control and fluid conveyance technology products, including cartridge valves, manifolds and quick release couplings as well as engineers complete…
AI summary unavailable — showing raw filing excerpt
Generated from HLIO's filing dated 2026-03-03
Key risks
ITEM 1A. RISK FACTORS FACTORS INFLUENCING FUTURE RESULTS - FORWARD-LOOKING STATEMENTS This Annual Report contains “forward-looking statements” (within the meaning of the Private Securities Litigation Reform Act of 1995) that are based on current expectations, estimates, forecasts, projections, our beliefs and assumptions made by us, including (i) our strategies regarding growth, including our intention to develop new products and undertake acquisitions and divestitures; (ii) the effectiveness of creating and operating the Centers of Excellence; (iii) our financing plans; (iv) trends affecting our financial condition or results of operations; (v) our ability to continue to control costs and…
AI summary unavailable — showing raw filing excerpt
Generated from HLIO's filing dated 2026-03-03
Profitability
Gross margin
32.3%
3.3%Operating margin
7.9%
22.5%Net margin
5.8%
19.2%Return on equity
5.2%
15.2%Return on assets
3.2%
23.4%Leverage
Debt / equity
0.63×
15.6%Long-term debt / equity
0.11×
33.5%Debt / assets
38.5%
9.6%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q2 2026 2026-04-04 | $228.4M | +16.8% | $19.7M | +169.9% | 8.6% |
Q1 2026 2026-01-03 | $210.7M | +17.4% | $19.4M | +304.2% | 9.2% |
Q3 2025 2025-09-27 | $220.3M | +13.3% | $10.3M | -9.6% | 4.7% |
Q2 2025 2025-06-28 | $212.5M | -3.4% | $11.4M | -16.2% | 5.4% |
Q1 2025 2025-03-29 | $195.5M | -7.8% | $7.3M | -20.7% | 3.7% |
Q4 2024 2024-12-28 | $179.5M | — | $4.8M | — | 2.7% |
Q3 2024 2024-09-28 | $194.5M | -3.4% | $11.4M | +225.7% | 5.9% |
Q2 2024 2024-06-29 | $219.9M | -3.4% | $13.6M | -19.0% | 6.2% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Miscellaneous Fabricated Metal Products · SIC 3490
Your notes
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Insider activity
Insider buying
$0
Insider selling
$374.8K
Net activity
−$374.8K
Distinct insiders
2
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value | |
|---|---|---|---|---|---|---|
| 2026-05-15 | Matteo Arduini President of Hydraulics, FCT | Sale | 3,000 | $76.48 | $229.4K |
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns HLIO
Institutional value
$1.15B
Total shares held
18.8M
Distinct holders
139
-74 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.4M | $158.1M | -25.8K (-1.0%) | Trimmed |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1.6M | $104.7M | +6.3K (+0.4%) | Added |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.5M | $97.4M | — | New |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.5M | $95.6M | — | New |
| 5 | Conestoga Capital Advisors, LLC | 1.3M | $85.8M | -226.9K (-14.6%) | Trimmed |
| 6 | Sara-Bay Financial | 1.2M | $74.7M | -51.1K (-4.2%) | Trimmed |
| 7 | JENNISON ASSOCIATES LLC | 1.0M | $67.0M | +239.9K (+30.1%) | Added |
| 8 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 931.0K | $60.2M | +343.7K (+58.5%) | Added |
| 9 | WASATCH ADVISORS LP | 799.0K | $51.7M | +208.8K (+35.4%) | Added |
| 10 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 693.1K | $44.8M | -65.7K (-8.7%) | Trimmed |
| 11 | Voya Investment Management LLC | 516.9K | $33.4M | +30.1K (+6.2%) | Added |
| 12 | SG Capital Management LLC | 372.4K | $24.1M | +174.8K (+88.4%) | Added |
| 13 | Nuveen, LLC | 329.5K | $21.3M | +8.6K (+2.7%) | Added |
| 14 | abrdn plc | 289.2K | $18.7M | +33.5K (+13.1%) | Added |
| 15 | ROYCE & ASSOCIATES LP | 266.1K | $17.2M | -95.7K (-26.4%) | Trimmed |
| 16 | KENNEDY CAPITAL MANAGEMENT LLC | 229.1K | $14.8M | -228.4K (-49.9%) | Trimmed |
| 17 | Invesco Ltd. | 219.2K | $14.2M | +150.6K (+219.5%) | Added |
| 18 | VANGUARD FIDUCIARY TRUST CO | 214.2K | $13.9M | — | New |
| 19 | JANE STREET GROUP, LLC | 193.4K | $12.5M | +34.4K (+21.6%) | Added |
| 20 | Bank of New York Mellon Corp | 161.8K | $10.5M | -5.5K (-3.3%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once HLIO's latest filing finishes processing.